Cassaday & Co Inc. IWN Holdings History
Cassaday & Co Inc.'s iShares Russell 2000 Value ETF Holding Summary
As of 2021-12-31, Cassaday & Co Inc. held 124,727.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $20.71 Mil. This investment constitutes 1.95% of their stock portfolio, and Cassaday & Co Inc. now holds 0.14% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2018Q2. In addition, there have been 3 sales at an average price of $113.12 for 42,208.00 shares. Based on historical transaction data and IWN's current price of $163.34, Cassaday & Co Inc.'s estimated gain on his IWN holdings is $186,897.82, reflecting a 0.75% gain to date.
Cassaday & Co Inc. IWN ($163.34) Holding Chart
Cassaday & Co Inc. IWN ($163.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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